Other · DOL Form 5500 · 2024

Baldwin Wallace University Retirement Plan

Data updated 2026-08-11

$230M
Total assets: 712
Participants: 95th
Percentile by assets: $322,363
Avg per participant

Official DOL plan name: Baldwin Wallace University Defined Contribution and Tax Deferred Savings · Sponsored by Baldwin Wallace University · Ohio · Educational Services

$230M in assets, 712 participants

Baldwin Wallace University's Baldwin Wallace University Defined Contribution and Tax Deferred Savings reported $230M in total assets and 712 participants in its 2024 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

95th percentile by assets (of 123,622 plans)
#3,324 in Educational Services (3,638 peers)

Where Baldwin Wallace University Defined Contribution and Tax Deferred Savings sits by assets

Baldwin Wallace University Defined Contribution and Tax Deferred Savings sits in the top 5% of all filed plans by assets, $230M for 712 participants (~$322,363/participant), up 6.6% in 2024.

$230M
total plan assets (2024 EOY): 712
covered participants: 95th
percentile by assets (of 123,622 plans): $322,363
avg assets per participant

Where Baldwin Wallace University Defined Contribution and Tax Deferred Savings sits by total assets

Baldwin Wallace University Defined Contribution and Tax Deferred Savings vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$229,522,114 Top 5% higher than 95% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Baldwin Wallace University Defined Contribution and Tax Deferred Savings reported net income fell from $22M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Baldwin Wallace University Defined Contribution and Tax Deferred Savings end-of-year assets rose from $215M in the plan year 2023 filing to $230M in the plan year 2024 filing.
Baldwin Wallace University Defined Contribution and Tax Deferred Savings reported participants rose from 692 in the plan year 2023 filing to 712 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Ohio

Industry

Educational Services

Baldwin Wallace University Defined Contribution and Tax Deferred Savings vs the 2024 asset distribution

By assets, Baldwin Wallace University Defined Contribution and Tax Deferred Savings outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$215M
Net Assets (End of Year)	$230M
Net Income	$14M
Employer EIN	340714629
Plan Effective Date	1937-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Baldwin Wallace University)

Total plan assets by year, all Baldwin Wallace University plans on file

Year	Plans	Participants	Total Assets
2022	1	652	$193M
2023	1	692	$215M
2024	1	712	$230M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Baldwin Wallace University Defined Contribution and Tax Deferred Savings vs. nearby Other plans in Ohio, assets vs. participants

Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570

Compare Baldwin Wallace University Defined Contr… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Baldwin Wallace University Defined Contribution and Tax Deferred Savings by total assets, not by location.

Open Society Institute Retirement Plan (NY) $230M · 367
Save the Children Federation, Inc. Retirement Savings Plan (CT) $229M · 1,644
La Salle University Defined Contribution and Tax-Deferred Annuity Plan (PA) $229M · 1,341
Vandalia Health System 403(b) Plan (WV) $230M · N/A

Frequently Asked Questions

How did Baldwin Wallace University Defined Contribution and Tax Deferred Savings assets move in 2024? ▼

Baldwin Wallace University Defined Contribution and Tax Deferred Savings grew at a solid clip - up 6.6% during 2024, from $215M to $230M. Reported net income was $14M.

How have Baldwin Wallace University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Baldwin Wallace University's sponsor-wide assets grew 18.6%, from $193M to $230M.

Where does Baldwin Wallace University Defined Contribution and Tax Deferred Savings rank by assets among Form 5500 filers? ▼

Baldwin Wallace University Defined Contribution and Tax Deferred Savings ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Baldwin Wallace University Defined Contribution and Tax Deferred Savings? ▼

Among Other plans in other states, the closest by assets is Open Society Institute Retirement Plan in NY ($230M, 367 participants).

Next read for Baldwin Wallace University Defined Contr…

Scale reading

Ways to act on Baldwin Wallace University Defined Contribution and Tax Deferred Savings's numbers.

By total assets, Baldwin Wallace University Defined Contribution and Tax Deferred Savings ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
Baldwin Wallace University's sponsor-wide assets have grown 18.6% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340714629.